Cytodyn Inc (CYDY)

[Saltz]

BP is not going to give our Adjunct play the valuation that many CYDY investors may believe. Doesn't mean BP will dismiss Pro-140, but keep in mind it will be one piece of a multi drug cocktail. It's not like Pro-140 can lay claim as the magic bullet when it is being utilized in combination.

My sources tell me interest in Adjuct is minimal and that it's all about Mono therapy with BP. The bottom line is if Pro-140 can stand on its own as a single agent treatment and gain FDA approval for that label Gilead is forced to move. Disrupting SOC is a bold move and Nader is convinced they have the goods. Adjunct is the first piece of the puzzle that MUST fall into place - the value of Pro-140 as a combination treatment is whatever BP is willing to pay-could be zero or up to $1-$2 billion. A current .70 SP speaks volumes on the anticipated valuation of Adjunct. I hope I'm wrong but hopefully it won't matter because the P3 Mono Trial will deliver stellar results.